Joseph Simpson is a financial advisor with Stephens in Little Rock, Arkansas, holding a Series 63 designation and 44 years of industry experience. He has worked at Stephens Inc. since 1987. Outside of his advisory role, he is a member of TUF NUT LOFTS LLC, which manages loft apartments, and a limited partner in the Arkansas Times, a weekly alternative newspaper. Stephens is a multi-team investment adviser with roughly 243 advisors and approximately $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

John Walker is a financial advisor at Stephens with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Stephens since 2003 and spent 11 years at Merrill prior to that. Outside of his advisory role, he serves as an Innovative Club Advocate for Rotary District 7680, supporting new club development and participating on several committees. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, and investment banking services supported by in-depth equity research and committee-driven portfolio management.

Katherine Grzeszczak is a financial advisor at Stephens in Charlotte, NC, holding a Series 66 designation. She joined Stephens in 2026 and has prior experience with Barings and AdventHealth among other employers. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory services and investment banking.

Catherine Hopper is a financial advisor at Stephens with five years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2021. Prior to her advisory career, she was employed at the University of Arkansas and operated a boutique retail business. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Kimby O'briant is a financial advisor with Stephens in Conway, AR, holding Series 63 and Series 65 licenses and 30 years of industry experience. O'briant has been with Stephens Inc since 2002. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory services, brokerage, investment banking, and research, with investment approaches that include both discretionary and non-discretionary management across various strategies.

Robert Raney Jr. is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with Stephens since 1989. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and research services, combining bottom-up equity research with committee-driven asset allocation and managing both discretionary and non-discretionary portfolios.

Cage Carruthers is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing. Outside of his advisory role, Carruthers is a board member of the US Navy League Memphis Council, owns a company that designs medical mattresses, and is a published fiction author. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services and employs a combination of bottom-up equity research and committee-driven asset allocation strategies.

Edgar Stuart is a financial advisor at Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering both discretionary and non-discretionary management supported by equity research and committee-driven asset allocation.

Richard Rogers IV is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has prior work experience at Bain and Company and Proteus Motion. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a range of advisory services, brokerage, investment banking, and research, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Ruth Niehues is a financial advisor at Stephens with 11 years of industry experience. She holds a Series 66 designation and has worked with Stephens since 2015. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers both discretionary and non-discretionary management across a variety of advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Sasha Oquin is a financial advisor at Stephens with 11 years of industry experience and a Series 66 designation. Prior to joining Stephens, Sasha worked at Wells Fargo Clearing Services and Merrill. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Robert Ransdell is a financial advisor at Stephens with 24 years of industry experience and holds a Series 66 designation. He has worked with firms including Morgan Stanley Dw Inc. and Investment Professionals Inc. before joining Stephens in 2018. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation across a range of investment strategies.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services before joining Stephens in 2006. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services.

Edgar Morris is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Stephens in Columbia, SC. His prior work history includes roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across a range of advisory programs, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.

Brennan Mitchell is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior work includes roles at Sooner Valet and various positions within municipal and educational organizations. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Grace Wages is a financial advisor with Stephens in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Stephens in 2025, she spent several years at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management through various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Mary Grigg is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Stephens in 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Richard Leeper is a CFP® professional affiliated with Stephens, with 11 years of experience in the financial industry. He has worked exclusively at Stephens since 2015. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by extensive equity research and committee-driven investment management.

Maria Alexander is a financial advisor at Stephens with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stephens since 2016, including time at MSI Financial Services. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering advisory services, financial planning, brokerage, investment banking, custody, and wrap program platforms. Stephens uses a combination of bottom-up equity research, committee-driven asset allocation, and fixed-income management, and provides access to private equity and alternative investments when appropriate.

Mary Waterer is a financial advisor at Stephens with one year of industry experience. She holds a Series 66 designation and has previously worked at Paul, Cox & Todd PLLC and Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across various programs, using bottom-up equity research and committee-driven asset allocation, and also provides brokerage, investment banking, custody, and municipal advisory services.